RUBICON ADVISORS
Redding, CA
AUM
$420.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-223-5357
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
GENCAP PORTFOLIO MANAGEMENT
Tiburon, CA
AUM
$420.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(415) 797-6003
SEABIRD INVESTMENT PARTNERS
San Diego, CA
AUM
$419.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-457-7707
FLATROCK WEALTH PARTNERS LLC
Newport Beach, CA
AUM
$417.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
(949) 687-2615
EAGLE WEALTH MANAGEMENT GROUP INC.
Valencia, CA
AUM
$417.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
661-257-9800
AUM
$417.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(415) 230-2757
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Sherman Oaks, CA
AUM
$415.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(310) 928-8192
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
Pasadena, CA
AUM
$415.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
626-796-6622
FLYWHEEL PRIVATE WEALTH LLC
Los Altos, CA
AUM
$415.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
650-229-8782
OAK ASSET MANAGEMENT, LLC
Westlake Village, CA
AUM
$413.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(805) 778-0818
TED BUCHAN & COMPANY
San Diego, CA
AUM
$413.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-605-0686
PETIX & BOTTE FINANCIAL
La Mesa, CA
AUM
$411.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
619-698-6500
EVEREST PRIVATE WEALTH
Cupertino, CA
AUM
$410.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(408) 502-6015
LAVELLE CAPITAL
San Francisco, CA
AUM
$410.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-501-9987
BOYD WEALTH MANAGEMENT, LLC
Sacramento, CA
AUM
$409.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(916) 367-0532
NAVIGOE, LLC
Redondo Beach, CA
AUM
$407.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
888-596-4636
WOMACK WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-684-3868
CAPITAL TRUST ADVISORS
San Rafael, CA
AUM
$402.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(415) 399-9100
AUM
$402.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
415-379-0749
O'NEIL GLOBAL ADVISORS, INC.
Los Angeles, CA
AUM
$401.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-448-6800
PRACTICECFO INVESTMENTS
San Diego, CA
AUM
$401.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
800-675-2712
ESSENTIAL PARTNERS LLC
Rancho Santa Fe,, CA
AUM
$401.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
213-878-0074
TICINO WEALTH
Mission Viejo, CA
AUM
$400.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
949-427-8104
AUM
$399.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(919) 251-9270